Managers of Wealth Americas

Canadian bank grows Singapore team with ex-Canadian bank MD

CIBC's footprint in Singapore meanwhile seems much smaller

Santander PBI Adds Felipe Herrmann as Senior Investment Advisor

He was executive director at J.P. Morgan Private Bank in the same city, and previously served as alternative investment sales and discretionary investment sales at Citi, after working in New York for Safra Asset Management as associate

Dynasty Financial Partners Appoints Industry Veteran Kevin Monaco as Senior Business Development Executive

2024. His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.

Raymond James vet Jamie Coulter to step down as CEO

Chairman Paul Allison will be interim CEO, effective immediately, an internal announcement said

Pitcairn Welcomes Carlin Calcaterra, Deepening Its Expertise in Customized Portfolio Design

Her appointment follows Pitcairn's acquisition of Baltimore-based Brightside Partners in January 2025

BBVA Global Wealth Advisors Adds Gastón Guerrero Betanzos as Financial Advisor in San Diego

He will serve clients from Mexico, according to the welcome post published on BBVA GWA’s page on the professional network LinkedIn

LinePoint Partners Onboards Family Office Veteran Dan Cole As CFO & Head of Advanced Wealth Planning

His work has also encompassed the design of philanthropic programs, governance frameworks, and guiding next-generation family members in leadership and succession planning.

Northern Trust Appoints Global Head of Product Management for Asset Servicing

She leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients

TD Bank hires HSBC exec Taylan Turan as new COO

Turan joins TD Bank following a 16-year career at HSBC, during which time he served as global CEO of retail banking, and more recently, as head of integration, international wealth and premier banking.

Shore to Summit Wealth Management Welcomes Taeya Lauer as Partner and Senior Wealth Advisor

Taeya Lauer, Partner & Senior Wealth Advisor, has spent her entire career guiding individuals and families through life’s financial complexities.

Bryn Mawr Trust Strengthens Wealth Business with Strategic Leadership Appointments

In this role, he will be responsible for driving operational excellence, enhancing efficiency, and supporting the division’s strategic growth initiatives.

Oregon Pacific Bank appoints David Rice to lead trust and wealth management

David’s deep background in trust and law, combined with his recent experience in wealth management, makes him uniquely qualified to lead this important area of our Bank

Truist names veteran leaders to Commercial and Corporate Banking roles

Jenna and Travis are assuming these roles at an important moment

Brandon Williams Named Head of Private Banking and Wealth Management for City National Bank

Williams will report directly to Howard Hammond, president and chief executive officer.

Insigneo recruits a new managing director

Insigneo welcomes former Jefferies advisor, joining a roster of recent hires at the firm.

Bernstein Private Wealth Management Hires Top Industry Talent to Accelerate Growth in Priority Regions

Kadet and Bolding will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein.

Citi Hires IBM Veteran to Lead AI Push, Amid Rival Banks' Efforts to Scale Technology

The appointment comes at a time when Citigroup is ramping up its AI adoption to automate tasks

Howard Cheng Joins Carrick Lane as Partner and Head of Risk

Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.

Insigneo Adds Leandro Infantino in New York as Managing Director

The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network

Fieldpoint Private Trust Appoints Brian Donovan as President, Family Office

He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.

People Moves